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PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
AlphaStar Capital Management
North Carolina
$2.01M -$218K -12,104 -9%
NWA
77
Navis Wealth Advisors
New York
$1.92M +$2.02M +112,196 New
WA
78
Wealthstar Advisors
Texas
$1.86M -$45.7K -2,537 -2%
HIP
79
HUB Investment Partners
Texas
$1.84M +$304K +16,906 +19%
FFN
80
Focus Financial Network
Minnesota
$1.78M +$56K +3,109 +3%
IAA
81
Independent Advisor Alliance
North Carolina
$1.78M +$1.87M +104,120 New
MWM
82
MorganRosel Wealth Management
Colorado
$1.77M +$761K +42,276 +69%
ECM
83
Evergreen Capital Management
Washington
$1.66M -$50K -2,775 -3%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.64M +$494K +27,421 +40%
MAG
85
MRA Advisory Group
New Jersey
$1.62M +$53.1K +2,948 +3%
Mariner
86
Mariner
Kansas
$1.58M +$128K +7,094 +8%
WJWM
87
Williams Jones Wealth Management
New York
$1.5M -$207K -11,514 -12%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$1.49M -$4.45M -247,047 -74%
MGWM
89
Marks Group Wealth Management
Minnesota
$1.46M -$86.6K -4,809 -5%
SA
90
Sanctuary Advisors
Indiana
$1.43M +$271K +15,070 +22%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.41M -$87.9K -4,881 -6%
MCM
92
MAI Capital Management
Ohio
$1.39M +$106K +5,865 +8%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$587K -32,600 -30%
WWM
94
Western Wealth Management
Colorado
$1.34M +$254K +14,127 +22%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$1.34M +$122K +6,787 +10%
PGWM
96
Parisi Gray Wealth Management
New Jersey
$1.28M +$45.3K +2,514 +3%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$1.27M -$23.7K -1,316 -2%
DWM
98
Diversify Wealth Management
Utah
$1.26M +$394K +21,882 +44%
P
99
&Partners
Tennessee
$1.25M +$47K +2,612 +4%
WS
100
Wedbush Securities
California
$1.25M +$178K +9,865 +16%